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BBH Mid-Cap Fund’s Q3 Letter Flags Underperformance, Portfolio Exits, and Shift4 Weakness

BBH blames concentrated detractors, citing IFRS treatment of Global Blue for modeling confusion around Shift4.

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Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Artisan Mid Cap Fund Tops Benchmark in Q3, Shifts Toward Defense and Industrials

Nvidia–OpenAI Deal Recasts AI Buildout as Citi Lifts Forecast to $490 Billion

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026